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What is ClientTether?

ClientTether is a CRM specifically designed for franchise sytstems, created by franchisors to streamline sales automation in the franchising sector. With our suite of automated tools that include options for contacting, texting, emailing, quoting, and requesting online reviews, your FranDev teams and franchisees can efficiently capture leads and nurture prospects throughout their entire customer journey. Our user-friendly franchise management software boasts robust communication features, digital signing capabilities, estimation tools, and comprehensive multilocation reporting for tasks such as royalty calculations. In addition, functionalities like chat bots, reputation management, and online scheduling are among the numerous features offered to enhance user experience. FranDev teams and franchisees can easily visualize their sales pipelines, identify potential risks, and manage to-do lists all from a single dashboard. Moreover, our platform allows users to construct their entire franchise development process, send Franchise Disclosure Documents (FDDs), obtain digital signatures, and oversee franchisee communications and onboarding seamlessly from one centralized location. Our intuitive dashboards facilitate the management of franchisee performance metrics, ensuring that every aspect of your franchise development is monitored effectively. Furthermore, we provide exceptional support and onboarding to ensure that clients maximize the benefits of our services. There's a reason ClientTether was ranked the #1 franchise technology partner in 2024 by Entrepreneur Magazine. Find out why!

What is Calixa?

Harness product usage analytics to pinpoint your top self-serve signups, allowing you to develop a deeper insight into your customer base and the connections you foster. Engage with customers at critical times to improve your conversion metrics significantly. Strengthen your product-led go-to-market approach by merging insights and actions into one unified platform. Focus on cultivating relationships with customers who exhibit the highest growth potential. Utilize insights from both product usage and customer interactions to determine which sign-ups are most likely to convert. Evaluate how customers engage with your offerings alongside their interactions with your support team. Remove the ambiguity of partial customer profiles to attain a clearer view. Actively reach out to customers during key milestones to enhance their likelihood of conversion. Get real-time alerts when users meet specific goals or take important actions. Streamline your workflows using Calixa to perform tasks effortlessly, whether it's initiating a sequence, generating an opportunity, or prolonging a trial—all from a single interface. Eliminate the hassle of toggling between various tabs. Start experiencing these benefits within mere minutes instead of enduring lengthy delays. With just a few clicks, you can unify all your data within Calixa, and we will take care of the rest for you, ensuring a seamless journey. This efficient method not only improves customer progress tracking but also boosts overall engagement, creating a more cohesive experience for both you and your customers.

Media

Media

Integrations Supported

CompanyCam
Dispatch
Google Calendar
LinkedIn
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
SendJim
ServiceBridge
Waterstreet Franchise Management Software
Zapier

Integrations Supported

Amazon Cognito
Google Cloud BigQuery
HubSpot Customer Platform
Outreach
Salesforce
Segment
Slack
Snowflake
Stripe

API Availability

Has API

API Availability

Pricing Information

Pricing varies by customer need
Free Trial Offered?

Pricing Information

$499 per month
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Chromebook

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

ClientTether

Date Founded

2014

Company Location

United States

Company Website

www.clienttether.com/

Company Facts

Organization Name

Calixa

Company Location

United States

Company Website

calixa.io

Categories and Features

Appointment Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Rescheduling
SMS Messaging
Two-Way Messaging

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Advocacy

Campaign Management
Communication Management
Referral Tracking
Reporting/Analytics

Customer Engagement

Analytics
Communication Management
Feedback Collection
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management

Customer Loyalty

CRM
Customer Activity Tracking
Discount Management
Referral Tracking

Customer Reference Management

Nomination Tracking
Reference Usage Tracking
Search

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Direct Mail Automation

Analytics/Reporting
Campaign Management
Data Import/Export
Event Triggered Mailings
Mailing List Purchasing
Mailing Services Integration
Pre-made Templates
Printing Services Integration
Response Alerts

Franchise Management

Appointment Scheduling
CRM
Commission Management
Construction Tracker
Contract Management & Signature
Job Scheduling
Marketing
Onboarding
Reputation Management

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Performance Management

Lead Capture

Dashboard
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

Analytics / ROI Tracking
Artificial Intelligence
Customizable CTAs
Drip Campaigns
Landing Pages / Web Forms
Lead Scoring
Segmentation
Social Marketing

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Catalog Management
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Real Estate CRM

Campaign Management
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Referral Tracking
Segmentation

Sales

Not specified

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

Customer Success

Not specified

Lead Management

Not specified

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